Barings Europe Select Trust

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Barings Europe Select Trust - Class I GBP Inc

Category Europe ex-UK Small/Mid-Cap Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

4,748.00p

arrow-up25.00p (+0.53%)

Fund Code

BIESI

B7NB1W7

GB00B7NB1W76

Prices updated as at 27 Mar 2024
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Prices in GBX

Investment objective
The Trust aims to provide a total return, including both capital growth and dividend income (after fees have been deducted), in excess of the MSCI Europe ex-UK Small Cap (Total Net Return) Index over a rolling five year period by investing in equity and equity related securities in Europe excluding the United Kingdom. The Trust will seek to achieve its investment objective by investing at least 75% of its total assets directly and indirectly in equities and equity-related securities of smaller companies incorporated in, or exercising the predominant part of their economic activity in Europe excluding the United Kingdom, or quoted or traded on the stock exchanges in Europe excluding the United Kingdom.

Our view

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Why we like the fund

This fund is managed by an experienced PM, Nick Williams, who is a seasoned small and mid-cap investor with a deep knowledge of the universe. He is capably supported three further portfolio managers; Colin Riddles, Rosemary Simmons and William Cuss who provide further idea generation and challenge to Nick.  The team seek to own higher quality companies with above average profitability (primarily determined by Return on Equity) and defensive, low variability business models that are trading at valuations at or below the market (based on Free Cash Flow Yield primarily). The team ensure reasonable diversification across individual names and also across sectors. The strategy’s advantage comes from the strong bottom up stock selection of the team, Nick William’s experience in building a robust portfolio and ensuring risk remains carefully managed.

How to use this fund

This fund is best blended with a larger cap biased manager.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.